After AI fears sparked a sell-off in software shares, JPMorgan analysts say a handful of stocks look like they could weather further fears of disruption.
Overview:Goldman Sachs favors digital infrastructure and cybersecurity firms over simple software tools vulnerable to AI ...
Databases represent one of the hardest layers of software to disrupt. Switching costs are high, integrations are deep, and reliability is critical. As AI workloads grow more complex and data intensive ...
Which software stocks are best positioned for the AI revolution? Seeking Alpha analysts weigh in. Read more here.
Microsoft Corporation (NASDAQ:MSFT) is one of the best AI stocks in the software industry to buy now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from ...
Software stocks have tumbled over the last month, falling sharply in the last two days of January. There was no significant fundamental trigger for the movement, but fears of AI disruption seem to be ...
Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.
Software stocks have gotten creamed over the past week, primarily due to the release of Anthropic's Claude Cowork agentic AI tool. The iShares Expanded Tech-Software Sector exchange-traded fund is now ...
The sell-off in software-as-a-service (SaaS) stocks has evolved from a pullback to a downturn, and now to a full-throttle crash. An exchange-traded fund (ETF) that closely tracks ...